Salesforce Weekly

I must have already mentioned how happy I am to be a #DigitalNomad! Not only about the work that I do but to have the wonderful opportunity to travel around and discover the world ( one bite at a time 🙂 ) Just couple weeks ago I was in the lovely Prague for first time Read more about Reimagining the IdeaExchange in Prague![…]

This year I had the pleasure to visit Amsterdam for YeurDreamin, and it was a blast! It was the first edition for this community-led conference that covers all Benelux. I love the concept of moving city helping to bring the community to many trails & blazers. A big round of applause for the organisers: Andre Read more about Yeur Dream (actually, it was mine!)[…]

Time has passed since our adventures in Dreamforce 2017 where we ran the session “Make the Jump to Lightning …And Get It Right First Time”, and we have been talking about Lightning quite a bit since. The truth is that so much #ItsBetterInLightning, don’t get stuck in the past! It’s not just a modern UI, Read more about #ItsBetterInLightning[…]

This may be the first Marketing Cloud post ever written here at week.ly but, the subject has certainly come quite often and I think I should share some thoughts. What the Subscriber Key should be set as? and shall one change it? In Marketing Cloud one has the concept of Subscriber Key: A subscriber key Read more about Demystifying Subscriber Key[…]

We have covered many lightning posts and so we know the many reasons to make the move, so join us now: #BetterInLightning. And of course leading by example, the recent news from Salesforce is; The Power of Us Hub is transitioning to Lightning in April! (Aka Hub 2.0 – internally) You may be wondering Read more about Communities: The HUB’s move to Lightning![…]

#dreamOle19 “Innovation is evolution, not a revolution” @rockchick322004 Feeling emotional ya the closing keynote of @dreamOle__c Thank you all to make this happen pic.twitter.com/TePOScrcrg — Ines Garcia ☁️ (@Inescapinezka) April 12, 2019 I can’t believe one more year of dreamOle has passed, our 3rd edition, and once again it took a whole 9 months for Read more about My #dreamOle19 Highlights[…]

Thanks to the Trailblazer Community, last year alone I went to Granada, Barcelona & Hyderabad. And this year it’s already looking promising 🙂 Just over a week ago I had the chance to visit Madrid for a trailblazer community group inauguration, and now we have a brand new Non Profit Group in Madrid, the first group Read more about Trailblazing Madrid: NonProfit, Students & Tortilla[…]

Grab you agile hat, let’s wear it for a bit… Continuing our agile post tags this time we’re thinking about product. What ever we developing in essence it’s core is a product. Product management is a hotter topic than ever, I believe that moving from project-based thinking to product-based thinking is an essential part of delivering a Read more about Mind The Product[…]

Although gutted to wake up earlier in the year to the news of the Social Specialist Certification was going away (being one of the 2 achieved last year, sniff…) Alright, enough of the tiny violin! We always talk about the core Salesforce platform when it’s release prep time. But this time I want to take Read more about Changes to Social Studio & Customer Service[…]

There’s a new year ahead and of course tons of stuff to get involved in, in the community. One of the ways I thoroughly enjoy doing this is by being part of the community-led conferences. Check out the ones already published for 2019. Last year for me were London’s Calling of course supporting where I call home Read more about DreamOlé Infographic & 2019 Preview[…]

The Context – Imagine an org with… 100% clicks no code 200+ users High service volume To add to this, the org wants to expand the use of cases within communities and have the ability to communicate asynchronously within the case context bidirectionally with the customer. So far so good, right? But… The Challenge A) Visually Read more about Donald Duck in Mathmagic Land Community Flow[…]

Hello, you lot. It’s my first blog post of 2019, so I guess I should say two things: 1) Happy New Year, and 2) Poor you, having to read my inanities once more to really bring you back down to earth after the holidays. But I honestly think that this week’s inanities might just help Read more about What’s Hours is Yours[…]

Off the back of the “Three (and a half) Pardot things we learned this week” post over the Xmas week, we will now tackle some questions on the Pardot application itself. To be fair I should have started there. I do love Pardot, it’s a very easy application to get started. Salesforce differentiates it from Read more about Pardot, Cheese Consumption & Good News[…]

It’s festive season time and, to some, a bit of head space time between family, friends and cooking duties which we can use for other things, which leads us to the: And this time they’re all Pardot related. 1) Specific Page Actions wins In Pardot you have the ability to use wildcards to set up Read more about Three (and a half) Pardot things we learned this week[…]

Christmas is almost here: 4 days and counting! How about getting into the pre-Christmas spirit by building your very own Lightning Component? Why are we doing this? My current projects all involve building solutions which are centred around an application – an application for a consumer mortgage or an application for a business loan – Read more about Build your own Lightning Component[…]

Following on from our travel blog few weeks back **beeeep** Alright, I admit it… it is not a travel blog (yet!) One of the wonders of this community is having the chance (and excuse) to go all over the world. In part 1 whilst making you jealous of my lovely trip to Japan, I took the opportunity Read more about I love Japan! Part 2[…]

Here at the BBC of the Salesforce blogosphere (BBC = British, British, Catalan) we try not to reuse and rephrase content from elsewhere, and when we do refer to something from out there in the real world, we certainly aim to give it our own unique spin. This post is no different, but the thing Read more about A Call to Action – For You & Your Peers![…]

In a previous post, we joked that we didn’t have any American readers. In fact – probably unsurprisingly given the subject matter we write about – the US is far and away our biggest source of subscribers and page views. So what better way to thank our US readers (both of them) than by sending Read more about Happy Thanksgiving from Salesforce Weekly[…]

Last time we put out a selection of quickfire, vaguely-interesting things we’d caught floating around in the Salesforce world, it seemed to go down pretty well. So at the risk of ruining a good thing, why don’t we give it another go, hey? Here are three (and a half) more things that I learned this Read more about Three (and a half) things we learned this week[…]

I’m back! You may be relieved to hear that after 6 weeks of weekly Chris and Mike posts, ha! Seriously guys, big thanks for holding the fort and with great insightful content. Back to reality with trillion things waiting for me, but I must admit it has been awesome: a full month of 100% disconnection, Read more about I love Japan![…]

Well the excitement and the fever of another Dreamforce is now behind us, it’s time to reflect and digest some of the highlights from a remote perspective. Chris mentioned thst all of us would be absent from this years Dreamforce, and provided us with some tips – here it is again.. How To Do Dreamforce Remotely Read more about Dreamforce 18: Remote Debrief[…]

After we posted the latest article in our Bright Ideas series, our favourite reader (OK, I’ll admit it, our only reader) got in touch with us with a helpful message. Their message was that while the Bright Ideas posts are a shining beacon of excellence atop this colossus of a blog, which is in turn Read more about What’s next for the Idea Exchange?[…]

Did you think we were done with the CLI? Well, there is plenty more to come and learn. This time we start combining what we have been learning in the command line (CLI) with VScode and Scratch Orgs Here is the summary of what you will learn: Quick Recap on the series to date Key Read more about Getting started with Salesforce DX & CLI[…]

Hello, hello. Welcome to another blog in our Bright Ideas series, where we shine a light on a Salesforce community idea which we think deserves your vote. And for this idea, we’ve got something Lightning-y for you… Hey, what’s the big idea? What do we want? The ability to preview different page layouts when editing Read more about Bright Ideas: October 2018[…]

Let’s start this one off with a massive congratulations to Ines on her wedding and wish her well as she heads off on honeymoon for the next month leaving blogging duties in our capable hands. [Sure you don’t mean ‘culpable’? – Ed.] Let’s continue… This week I’ve been continuing my journey back into the low-code Read more about Get Ready for Guided Success[…]

This week is the first of a six-week stretch when we (and you) have to do without Ines and her thought-provoking musings. (Boo, hiss, how dare she get married, etc.) So that means that for the next six weeks, not only do you have to put up with Mike and me, but also that Mike Read more about Fact Check: Dreamforce 2018 Keynote[…]

You may have already read in Chris’ post ‘How to Do Dreamforce Remotely‘ which is helpful especially for me as this year Dreamforce is a no-no, the main reason is well… I’m getting married a week after 🙂 Even though my high levels of FOMO, I’m trying to be logically about it: travelling across the Read more about Embrace Negative Reviews[…]

With this being the temperature outside in London, and the lack of precipitation, it is difficult to think about winter. Yet the Salesforce Winter ’19 production release is just around the corner! I was preparing my take on what Chris kicked off earlier this year – the “Salesforce Weekly Bright Ideas” series – when then Read more about Time for Winter Wonders[…]

What is carving up an Org near you, well it looks a lot like Astro is hitting the pre-release slops on his board unless you’ve banished him! Each release seems to come around quicker and quicker these days, here the UK is still officially on its Summer holidays, but I could not resist the temptation Read more about Carving up an Org this Winter![…]

As I was planning what to write about in this week’s blog, it struck me that there were a number of updates floating around the Salesforce world (well, my small part of it) that could be classified as ‘pretty interesting’, but that maybe didn’t warrant a whole post on their own. So instead, let’s throw Read more about Three (and a half) things we learned this week[…]

Time indeed flies when you are having fun! I can’t believe it has been already over a month since my ‘weekend break‘ to India. Yes, literally, I flew over to India (9.5h flight) for 3 days 🙂 As mentioned in the previous post I was honoured to be invited as prominent speaker to Hyderabad Trailblazin the newest to Read more about Trailblazing in Hyderabad[…]

Sometimes the best news comes without a fanfare. Now it’s official that the entire Salesforce Weekly team will be absent from Dreamforce – but don’t worry, we can still do it remotely – we were looking for something to cheer us up and distract us from the mountains of work we currently find ourselves under. Read more about Get Comfy with the Winter ’19 Pre-Release[…]

Well, we know two things to be true: we promised more on the Salesforce CLI, and we promised to stay true to our name and publish content weekly – so here I am bringing you yet more Salesforce CLI! This time we are going to dive into the sfdx force:apex command and explore these capabilities in more Read more about Getting started with the Salesforce CLI – Part 3[…]

Earlier this year, Chris kicked off an idea about ideas – in the form of our “Salesforce Weekly Bright Ideas” series. So here is my take on an extremely VOTE-WORTHY idea floating round the Idea Exchange… Hey, what’s the big idea? Well it’s one for which I keep getting email notifications whenever new comments appear – which Read more about Bright Ideas: July 2018[…]

Ready to continue our journey into the world of Salesforce CLI? If you can write Salesforce formulas and build complex flows you can handle this …but most importantly you can use this to manage your orgs way more efficiently and quickly once you leave the UI behind. Missed Part 1 of this series? Well here Read more about Getting started with the Salesforce CLI – Part 2[…]

I bet you never thought that a Salesforce release would help you brush up on your Latin skills. But, with just a light sprinkling of creative licence, I hope to set out to prove that to be the case today. Let’s give you a bit of context. If you’re a proud holder of any Salesforce Read more about Learning Latin with Summer ’18[…]

Every day is a command line day for me these days, and it’s incredibly fun, addictive and easier than you think. In the now infamous words of Mr Peter Chittum: “Do Not Fear the Command Line” Of course, I am talking a bit more than just Command Lines in general here – I am talking Read more about Getting Started with the Salesforce Command Line[…]

As you hopefully know by now, we here at Salesforce Weekly are big fans of Lightning. When we’re not busy working in Lightning during our day jobs, we like to share the love and the knowledge by delivering presentations like DF17’s Make the Jump to Lightning …And Get It Right First Time. But hopefully one Read more about Welcome Mats Outstaying their Welcome?[…]

Earlier this year we talked about becoming more agile and two key items to get you started on your agility journey. Visual representation of the work in progress Retrospectives Now, let’s admit it, there was an underlying theme: Incremental. And why do we want to deliver incrementally? Last century we focused on execution rather than innovation. We had Read more about Be more Agile with Continuous Improvement[…]

Have you made the jump to Lightning yet? No, seriously, have you? It can sometimes be tough to separate the Salesforce spin from the cold, hard reality of what’s going on in real-world orgs – so it’s hard for us to have a true idea of how many of our readers will have made the Read more about Make the Jump from JavaScript[…]

Following on from one of my favourite themes – Salesforce-y events – but on a slight contrary tangent from last week’s post… When I came back from Barcelona off the back of dreamOle I was asked for my ‘why’ and about the benefits of getting involved in stuff like this. As yes it does take some Read more about Salesforcey Events – Get Involved (and Speak)![…]

The biggest event on the Salesforce calendar – Dreamforce – is now only four months away. Registration isn’t officially open yet, but you can get yourself booked in right now if you know where to look. Let’s just say that Salesforce left the registration site’s back door open, or at least left a note on Read more about How to Do Dreamforce Remotely[…]

#dreamole18 @appexchange #demoJam Congrats @BlackbirdLTD and thank you all participants to make today happen! Thank you awesome hosts @jhoskins & @julipool & most importantly thank you attendees to be the reason or this second edition and more to come! pic.twitter.com/fDoiyAEjEl — Ines Garcia ☁ (@Inescapinezka) April 27, 2018 I can’t believe it’s already over! The Read more about My #dreamOle18 Highlights[…]

I’ve got a great idea! Well, technically Andrew Fawcett does. Over the years he has had countless ideas, and recently he and some other people had the (frankly fantastic) idea that he would be really good working at Salesforce. I’ve been “tailing” him ever since he jumped ship… So what’s he up to? Well, this Read more about Bright Ideas: May 2018[…]

A few weeks back, Mike told you that – for him – Summer couldn’t come soon enough. Well, luckily for him and for you, the wait is almost over. So as both the season and its associated Summer ’18 release approach, it’s time for our traditional Salesforce Weekly video post exploring just a few of Read more about Release In Action: Summer ’18 [Video][…]

Recently I’ve mentioned the opportunity I had to join the Product Roadmap Tour’s London Event, an initiative where Salesforce brings customers together to discuss the vision and direction of their products. Well this gets better, as I’ve been asked to be part of the Salesforce Communities Customer Advisory Board. Late last week we had a session Read more about The Future of Communities[…]

Well, it’s the last day of the UK school holidays before the Summer term starts, and to be honest Summer can’t come soon enough. And childcare is not the only reason I am saying this. Because it’s time to be incredibly sneaky and fire up my old Spring ’18 org… except it’s not Spring anymore, Read more about Summer can’t come soon enough![…]

Content warning: this blog contains self-congratulation (as well as genuine gratitude) It’s been a busy week here at Salesforce Weekly Towers. You might have guessed that by the fact that this week’s blog is reaching you on a Friday. Both Mike and Ines have had crazy weeks with work, and as for my week, well Read more about I’d like to thank the academy, my parents, and YOU![…]

It wasn’t long ago that I mentioned spending quite a bit of time every day in the ‘Answers’ section of the Trailblazer Community. It really is a great place to get quick help, and to give back of course! It made a huge difference in my early Salesforce’cy’ days. My teamy Chris promotes many other benefits for Read more about A Hidden Gem To Trigger Alerts[…]

For this week’s post, I wanted to get back into our favourite How To category and come up with something that will be of practical use to you all. So my topic this week is dating. Because dating is something we all do, isn’t it? Whether we’re old or young, rich or poor, married or Read more about Looking for a date? Salesforce can help[…]

Once upon a time, at the centre of the universe was a city called London. This was the hub of activity for all things Salesforce… It started with developers coming together once a month and soon we had all different types of groups covering bases like Admins and Women in tech. Slowly but surely people Read more about A Tale of Two Cities[…]

It’s back to reality for me this week, after being invited over to Granada for a megamix community group meetup, where I had the opportunity to present a digest and some thoughts and demos on Pardot and Social Studio. It was really great to have the opportunity to meet some of the members of the Read more about Grab your Blazer, it’s time to hit the Trail[…]

I’ve got a great idea… A great idea about great ideas! Why don’t we kick off an occasional series in which we shine a light on the most interesting, the most under-appreciated, the most damn-well VOTE-WORTHY ideas floating round the Idea Exchange? Now there’s an idea… Introducing… Salesforce Weekly Bright Ideas! And here’s a good Read more about Bright Ideas: February 2018[…]

We’ve gone back through our archive this week, returning to a post which still today proves amazingly popular, often topping our weekly page views stats. Here’s a new video version of “How to Create Rollup Summaries Using Flow”! Of course, we have upgraded to Lightning for this new video – just please forgive the few Read more about How To: Create Roll Up Summaries using Flow [Video][…]

By the time you read this post, London’s Calling will be over for another year, as today sees the third instalment of Europe’s largest community-led Salesforce event take place in, erm, well, London. I couldn’t make it to London’s Calling this year (it’s half term; I’m a parent – you know how it is), but Read more about DreamOlé 2018 Preview: The Sun Behind the Cloud Returns![…]

I was very lucky to have been invited to the Product Roadmap Tour’s London Event, an initiative where Salesforce brings customers together to discuss the vision and direction of their products. It was hosted on multiple days across different cities: Atlanta, New York City, Chicago, Minneapolis, San Francisco, London and Washington DC – the team Read more about The Tour of What’s Coming![…]

Following Mike’s recent round-up of some of his favourite Spring ’18 features, I wanted to dive in to one of my faves, that Mike so cruelly and inexplicably left out last week – Surveys. Yes, Spring ’18 brings with it the first look at a fully native way of creating, sending, and analysing surveys on Read more about Introducing… Salesforce Surveys![…]

We wave goodbye to another successful set of Release Readiness Webinars with the Trailblazer Community team. This time we added a couple of new twists – the first twist opens the door to our new Salesforce Weekly writer, as the wonderful Ines steps into Chris’s shoes for the first time, adding her unique touch and Read more about Release In Action: Spring ’18 [Video][…]

We’ve looked back over the previous year at the Good, the Bad and the Ugly. We’ve made a resolution to become more Agile. So what next? How about some predictions for 2018? And if they turn out to be complete fiction, I would say: stranger things have happened..! “Forward Looking Statement” …Before we get this Read more about 2018 Predictions: Stranger Things Have Happened[…]

A new year comes with new year resolutions and new release logos. Clearly the theme here must be about being Agile. Every individual and organisation can benefit from becoming more agile in 2018. In 2006 Salesforce made the switch from a waterfall approach to agile in order to improve productivity within a growing global engineering team. Read more about Being More Agile[…]

Welcome to 2018, and welcome to the first Salesforce Weekly post of this new year! It’s traditional in early January to do a couple of things: set yourself a resolution for the new year, and look forward to make some predictions about what the next twelve months will bring. Well, so far, your Salesforce Weekly Read more about The Salesforce Weekly Awards – 2017[…]

On the first day of Christmas Salesforce sent to me Astro dressed as Yeti On the second day of Christmas Salesforce sent to me Two camps of people… Admins and Developers On the third day of Christmas Salesforce sent to me Three Releases every year… Spring, Summer and Winter On the fourth day of Read more about 12 days of Salesforce Christmas[…]

Happy DXmas, Everyone! But What Is SalesforceDX? Here’s a riddle that you probably *won’t* be finding in your Christmas Cracker this year: What’s the difference between traditional monolithic org development and modular artifact development? Tough question, right?! But let’s not get scared yet, first things first: Context. In Summer ‘17 we got the beta release Read more about Happy DXmas! What is DX?[…]

@dreamOle__c #MVP close to the stage before keynote pic.twitter.com/LemGmscev8 — Agustina García (@agarciaodeian) November 6, 2017 In one line: it was insane! I actually took some days to visit San Fran as it was my first time there, and it’s a super foodie place! My favourite? So far it’s Tommy’s Joynt. If you’re planning a Read more about Dreamforce Digest #3: My first Dreamforce[…]

The dust has settled after yet another Dreamforce, giving us the chance to breathe and attempt to descramble everything we heard, saw and learnt. So here are our headlines… “We Are All Trailblazers” The overarching theme this year at Dreamforce was “We Are All Trailblazers”. Now who would have guessed just how iconic the “Trailblazer” hoody Read more about Dreamforce Digest #1: My my my – Salesforce gets personal[…]

It made sense for me to have my first official post as a SalesforceWeek.ly teamy about why I have chosen Salesforce as my career. Well, it all started once upon a time… I was helping a company on an interim placement with their CRM roadmap, we had a great (and relatively newly appointed) CEO that Read more about Why is Salesforce Awesome?[…]

Well, hello there, you! And welcome, welcome, WELCOME, to the new and improved Salesforce Weekly! We are delighted to be able to relaunch this site with two massive improvements. Firstly, you’ll notice we’ve redecorated the place. We hope you like the new look. But, most importantly, our writing team has grown to three, with the Read more about Introducing the NEW Salesforce Weekly …and Ines Garcia![…]

Yesterday, Mike and I took part in our thrice-yearly challenge to get our two sets of kids to stay quiet just long enough for us to get through a webinar presentation without too many screams. And that can only mean one thing: it’s Salesforce release time! Yes, we were thrilled to be invited once more Read more about Release In Action: Winter ’18 [Video][…]

“Hello, my name is Chris Edwards, and I never used to like Brussels sprouts.” It’s not the most traditional opening line for a user group presentation, I will admit, but this is how I began my talk to the London Admin User Group earlier tonight. So why was I stood there, sweating in the London heat on Read more about Why Lightning Experience is like Brussels Sprouts[…]

Last night I returned from a trip to Madrid to attend the first community-led Salesforce event in Spain: DreamOlé. I had decided to attend this event instead of this year’s World Tour stop in London (for the reasons I outlined in this post) and I can tell you that I was extremely pleased with my decision! Read more about My DreamOlé Highlights[…]

Yes, it’s that time again – another exciting Salesforce release is right around the corner! But for Summer ’17, we wanted to do something a little different. You’ve seen the release notes. You’ve read the many, many excellent blogs out there. So instead, we wanted to prepare you for the release by actually showing it to Read more about Release In Action: Summer ’17 [Video][…]

As much as I would dearly love to believe that it’s lying to me, it appears undeniable that my calendar is telling me it’s been nearly two months since the London’s Calling community event. And that means two things. It means it’s been almost two months since one of the best-organised and most enjoyable Salesforce Read more about DreamOlé: Salesforce Fun in the Spanish Sun![…]

Here we are once more at one of our favourite times of the year – release time – as we usher in 2017 with the next release of Salesforce, which is looking to be one of our favourites. This release, we were honoured to deliver not one but two release readiness webinars for Salesforce, and Read more about Spring ‘17 – our new “favourite” release![…]

For many of us, this period in December is the point at which we start winding down in readiness for the holiday season. But not so for the always-on team at Salesforce – because for them it’s already beginning to look a lot like Spring ’17. The upcoming release’s preview notes dropped onto the web yesterday, Read more about Spring ’17: Rapid Reaction[…]

What do we have here then? Salesforce Weekly’s top ten features in the Winter ’17 release, hey? Hmm, but didn’t those release notes come out, like, nearly a month ago? Well, yeah. Sorry. But, we have an excuse. We were lucky enough to be invited to present the ‘Mastering Your Release Strategy’ webinar for Salesforce’s Read more about Winter ’17 – Our Top Ten Features[…]

It’s beginning to look a lot like… DREAMFORCE! Only a few weeks to go now until the biggest Salesforce event of the year, and your Salesforce Weekly authors have been lucky enough to have had a session selected once again this year. We’re feeling even luckier this time around, not just because the competition for Read more about See Salesforce Weekly at Dreamforce 2016![…]

Before we knew it, Winter has become a distant memory and Spring is edging its way towards the exit. Yes, that’s right – Summer is nearly here! And that means that we’re also preparing for Salesforce’s Summer ’16 release, their 50th major product release! Quite the milestone for a company founded 17 years ago. It’s Read more about Summer ’16 – Our Top Ten Features[…]

Throughout our series of blogs on the Awesome Admin Ten Commandments, we have shared the rules that we think all Salesforce admins should know and (for the most part) follow. We had a lot of fun putting this list together, and even more fun sharing it with the community – not only through the blog Read more about The Awesome Admin Ten Commandments[…]